Financial Services Representative
Insight Global
Insight Global is looking for a Financial Services Representative. They will serve as a point of contact for customers, researching and resolving student account inquiries while delivering accurate, timely, and professional customer service. Responsibilities include but are not limited to processing financial and administrative transactions, maintaining student account records, monitoring and responding to departmental communications, utilizing the student information system and other campus resources to research and resolve issues, and providing administrative support for daily operations. Requirements Basic Accounting knowledge Billing Receivables Experience - at least 2 years Ability to read Debits and Credits and interpret student accounts Ability to interpret Third party contracts in relation to student accounts and fees MS Office and G-Suite Knowledge (Specifically MS Teams and Excel) #J-18808-Ljbffr Insight Global
$16.5 - $20 per hour
...motivated individuals to join our rapidly growing team in the financial services industry. Learn directly from high-profile, self-made... ...Estate Champions by 2x Get notified about new Financial Representative jobs in Moreno Valley, CA . Ontario, CA $50,000.00-$70...SuggestedFull timePart timeSeasonal workRemote workWork from homeVisa sponsorshipFlexible hours$50k
...Financial advisor trainee • moreno valley ca Last updated: 14 hours ago Full-time Financial Advisor Job Duties: Serves as an advisor... ...financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and...SuggestedHourly payFull timePart timeTraineeshipImmediate startRemote workWork from homeWeekend work$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams.... ...Qualifications Series 7 and Series 66 required. Experience in financial services working with clients; in‑depth knowledge of investment...SuggestedWork at officeHome officeFlexible hours- ...moments? One that helps clients reach their financial goals so their children are able to... ...make the transition. As a Financial Services Professional, you will have the opportunity... ...are offered solely by Registered Representatives and Investment Adviser Representatives...SuggestedFull timeFlexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$25 per hour
...specific items Review student documents General knowledge of all students' functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial Administration to better understand the needs of students and...Part time$65k - $85k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...exceptional client care with industry leading products, services, and education. Robust marketing support to reach wider audiences...Work at officeShift workDay shift$50k - $150k
...Financial Advisor As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions... ...lasting impact on others. Your opportunity to thrive in financial services starts here. Competitive Advantages: Comprehensive...Full timeContract workRelocationFlexible hours$20.3 - $29.43 per hour
...We're always looking for diverse, talented, service-oriented people to join our exceptional team. Consumer Loan Service Delivery Representative I The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels...$20 - $25.14 per hour
...Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for...Hourly payPart timeWork experience placementLocal area$17 - $25 per hour
...ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Josh Terraneau - State Farm Agent, you will... ...their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payPart timeFor contractorsWork at office$17 - $25 per hour
...We're Hiring! As a Customer Service Representative - State Farm Agent Team Member with Josh Terraneau - State Farm Agent, you will generate... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payPart timeFor contractorsWork at office$21 - $28 per hour
...We're Hiring! As a Customer Service Representative - State Farm Agent Team Member with Josh Terraneau - State Farm Agent, you will generate... ...dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payFor contractorsWork at office$19 - $22 per hour
...that would serve the community for generations. Our mission is to empower and support our community by offering exceptional financial services with integrity and a personalized touch. We foster a positive, supportive work environment for our employees, providing opportunities...Hourly payLocal areaMonday to ThursdayDay shift$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$66.88k - $97.76k
...Overview Job ID : 37256642 Title : FINANCIAL SVC ANL 2 CX Category : Accounting and Finance Organization : University Extension Department... ...managers. The analyst assists with a variety of financial services, including reconciliation, entry of grant budgets in Kuali, routing...Full timePart timeFor contractorsWork at office$66.88k - $97.76k
...annual reporting and forecasting. Develops new reports and audits financial data to measure against organizational KPIs and prepares grant... ...in budget management. Assists with a variety of financial services, including reconciling, the entry of grant budgets in Kuali and...Local areaWork visa- ...responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will include handling of local payments, deposits, managing petty...Local areaWorldwide
$81.5k - $150.1k
Overview The IT Security Analyst protects and defends UCR School of Medicine and UCR Health's information technology systems, networks, and data through risk analysis, cyber defense analysis, incident response, and vulnerability assessment and management. Responsibilities...Work at officeLocal areaRemote workWork visa2 days per week3 days per week$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$56k - $96.4k
...Overview The Bourns College of Engineering is seeking a highly organized and detail-oriented individual to join our team as a Financial Services Analyst. This position will play a pivotal role in ensuring smooth financial operations of the college while working in an...Full timeContract workPart timeLocal areaWork visa$14 - $16 per hour
...needs, and market appropriate products and services. Work with the agent to identify and... ...(outside sales or inside sales representative, retail sales associate, or telemarketing... ...Enthusiastic about the role insurance and financial products play in helping people manage...Hourly payFor contractorsWork at officeLocal areaFlexible hours- Job Title Job Description and Duties See the attached Duty Statement for information about the position. For specific questions related to the duties of the position, contact Supervisor I Mo Tenorio at (***) ***-**** or by email ****@*****.***. May be...
- ...mission is to provide exceptional customer service to make a difference in the lives of... ...meet with customers to discuss their financial needs, answer questions, provide recommendations... ...physical demands described here are representative of those that must be met by an...Bank staffWork at officeImmediate start
$32.03 - $46.82 per hour
...5 PM (Full‑time) Position Summary Under the supervision of the Financial Operations Manager, this position provides programmatic, financial... ...and database software. Strong interpersonal, analytical, service orientation, active listening, critical thinking, attention to...Hourly payFull timeFor contractorsWork at officeLocal areaWork visa$23 - $35 per hour
...level, learning/development role. Responsible for collection of financial information and conducting analysis by generating, running, and... ...laws/regulations as applicable. Provide exemplary customer service to internal and external clients. Demonstrates compliance with...Local area- ...mass voice mails to reach a group. We service our own loans, your picture and contact... ...their expectations. Analyze customers' financial situations and provide the appropriate... ...The physical demands described here are representative of those that must be met by an employee...Minimum wageFull timeWork at office
$50k - $150k
...? One that helps clients reach their financial goals so their children are able to attend... ...make the transition. As a Financial Services Professional, you will have the opportunity... ...are offered solely by Registered Representatives and Investment Adviser Representatives...Full timeWork experience placementFlexible hours$45.38k - $75.63k
...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work$24 - $30 per hour
...and thrive. Our Mission is to provide exceptional customer service to make a difference in the lives of our customers and communities... ...Banker is responsible to meet with customers to discuss their financial needs, answer questions and provide recommendations, provide...Bank staff
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